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Awards & Accolades

Barron’s Top Financial Advisor

March 2020, 2019, 2018, 2017, 2016, 2015, 2014

Janiczek Wealth Management has been recognized by Barron’s as a Top Financial Advisor for six consecutive years. The prestigious list of top investment advisors was also published in the Wall Street Journal. The rankings are based on data provided by over 4,000 of the nation’s most recognized advisors. In the evaluation process, advisors complete a 102-question survey about their practice. The award is based on dozens of qualitative and quantitative components, including:

  • Assets under management
  • Revenue produced for the firm
  • Regulatory record
  • Quality of the practice
  • Philanthropic work

Forbes Best-In-State Wealth Advisors

Feb 2021, 2020

The Forbes Best-In-State Wealth Advisors spotlights top advisors across the country each of which is researched and interviewed. According to SHOOK Research that conducts the analysis, “the very best advisors are laser focused on having a positive impact on their clients’ lives. They want to add meaning, help them live better lives.”

The advisors are chosen based on the following:

  • In-person interviews
  • Industry experience (minimum 7 years’ experience)
  • Compliance records
  • Revenue trends
  • Assets under management
  • Best practices and approach to working with clients

Expertise.com Best Financial Advisors in Denver

2020, 2019, 2018, 2017

Expertise.com scores financial advisors on more than 25 variables across five categories. The categories include:

  • Reputation – a history of delighted customers and outstanding service
  • Credibility - building customer confidence with licensing, accreditations and awards
  • Experience – master of their craft, based on years of practical experience and education
  • Availability – consistently approachable and responsive, so customers never feel ignored
  • Professionalism – providing service with honesty, reliability, and respect

Financial Times Top Financial Adviser

June 2017, 2015

The Financial Times’s methodology for selecting the award recipients is quantifiable and objective. Financial Times caps the number of companies from any one state and presents the list as an elite group of advisers, not a comparative ranking. The formula the Financial Times uses to evaluate advisers is based on six broad factors including:

  • Assets under management – signals experience managing money and client trust
  • Assets under management growth rate – indication of asset retention and ability to attract new business
  • Years in existence – demonstrates reliability and experience managing assets through different market environments
  • Compliance record – evidence of past client disputes
  • Industry certifications (CFA, CAIA, CFP, MsFS, ChFC) – demonstrates company’s staff has technical and industry knowledge, and signals a professional commitment to investment skills
  • Online accessibility – indicates a desire to provide easy access and transparent contact information

AdvisoryHQ Top Wealth Managers

March 2019, 2018, 2017, 2016

AdvisoryHQ researches Registered Investment Advisors from the end consumer’s perspective. The firms are not aware that they are being reviewed and ranked by AdvisoryHQ until after the analysis has been completed and published to the public.

AdvisoryHQ evaluates firms based on many factors, some of which include:

  • Fiduciary duty - fiduciary responsibility to act in clients’ best interest
  • Fee structure - do not accept commissions or third-party referral payments
  • Independence - no affiliation with a major bank or financial institution leading to reduced conflict of interest situation
  • Scale of innovation – constantly improving their services and business practices

AdvisoryHQ takes the analysis a step further by evaluating firms on the following:

  • Experience level – certifications, leading roles within their fields of expertise
  • Transparency – fees are completely transparent
  • Customized services – provide services that are tailored toward their clients’ unique situations
  • Quality of advisor’s website – ease of use, graphical design, functionality
  • Open door policy – actively encourage clients to contact them before making major financial decisions or whenever the client has financial questions
  • Who they serve – work with individuals and families

Mutual Funds Magazine Top Advisors

January 2001

Rankings are based on the following factors:

  • Nomination by peers
  • Higher education, professional accreditations
  • SEC and state registrations
  • Fee structure
  • Assets under management
  • Minimum client portfolio
  • Years of experience and SEC filings

Worth Magazine Top Wealth Managers

October 2008, October 2004, January 2004, July 2002

Rankings are based on the following factors:

  • Professional designation and background
  • Client retention rates
  • Fee structures
  • Sample financial plans

Best Business/Finance Book of the Year by CIPA (Colorado Independent Publishers Association)

2001

Joseph J. Janiczek is the award-winning author of Absolute Financial Freedom.  CIPA recognized Absolute Financial Freedom as the Best Business and Finance Book of the year in 2001.  The CIPA EVVYs receive entries from all over the world, including England, Belgium, South Africa, Russian and Dubai.  Judges are selected through CIPA’s judging qualification process and includes teachers, business leaders, authors, critics, and editors.


See Important Disclosures, including those related to awards and accolades.

Please Note: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Janiczek is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Janiczek by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers.

Sources: Barron’s - March 2020, 2019, 2018, 2017, 2016, 2015, 2014; AdvisoryHQ - March 2019, 2018, 2017, 2016; Expertise - 2020, 2019, 2018, 2017; Financial Times - June 2017, 2015; Forbes - Feb 2020; Mutual Funds Magazine - January 2001; Worth Magazine - October 2008, October 2004, January 2004, July 2002

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Suite 600
Denver, CO 80237
+1 (303) 721-7000
info@janiczek.com

Contact Us

Who We Are

  • Our Story
  • Our Purpose & Values
  • Awards & Accolades
  • Our Team Leaders
  • In the Community

What We Offer

  • Portfolio Management
  • Wealth Management
  • Retirement Planning
  • Specialty Tracks

Why Choose Us?

  • Breakthrough Moments
  • How We Differ
  • Three Unique Advantages

Useful Resources

  • Perspective Advantages
  • Investment Commentary
  • Informative Guides
  • Form CRS
  • Form ADV

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